Supporter Notifications allow you to create custom emails that can be sent automatically to your supporters after certain events take place in REACH.
We’ve provided our suggested text for each supporter notification that includes the liquid elements you’ll want to pull in for each one.
Supporter Notifications can be set up for the following events:
- Event Registration
- Offline Sponsorship Past Due
- Offline Sponsorship Supporter Created
- Recurring Donation Ended
- Sponsorship Cancelled
- Supporter Created
REACH Tip: Supporter Notifications can also be set up as drip email campaigns. For example, one Supporter Notification can be set to Immediate, a second Supporter Notification can be set up to be sent on Day 2, a third for Day 4, etc.
Note: Any Supporter Notifications that have been sent will be recorded in the supporter’s individual profile under their Activity tab, and by clicking on the Supporter Notification to view send history.
Setting Up Supporter Notifications
How to Video:
- Go to Settings > Supporter Notifications
- Click on + New Supporter Notification
- Note: A supporter notification can be set up individually for each event.
- Enter a Title
- Choose the Event that should trigger the notification
- Select the number of Days after event to send email
- Note: Immediate or any number from 1-30 days following
- For drip email campaigns, set up additional supporter notifications for each day
- Select an Email Template (Optional)
- Note: Select an email template if you would like to use a pre-designed template for your supporter notification. Only email templates containing the {{ message }} Liquid tab can be used. If no template is selected, the Default Supporter Email template will be used, and the content of the email will be only the content of the editor.
- Choose to Disable
- Disabled Supporter Notifications remain in your list but are not active. To renable, uncheck the Disabled box and click Save or click Actions > Enable.
- Add a Subject
- Note: This is the Subject of your email message
- Add your Message
- Note: Adding text in the editor is required. This is the message that will be used in your email. Example messages are shown in the next section.
- For a full list of Liquid Elements available to add to your message, see our Liquid Objects article.
- Click Save
Suggested Set Up and Message Text
Event Registration
Event Registration – Send an email to a supporter when they are registered for an event.
- Title: Event Registration
- Event that should trigger the notification: Event Registration
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Thank you for your registration!
Example Message:
Hi {{ supporter.first_name }},
We have received your registration for {{ event.title }} on {{ event.dates }}. Thank you for registering!
View more information about the event by visiting http://{{ event.url }}.
We look forward to seeing you!
{{ account.name }}
- Click Save
- Next to the Title Event Registration, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
Offline Sponsorship Past Due
Offline Sponsorship Past Due – Send a ‘reminder of payment’ email to a supporter when the system marks their offline (paid via cash or check) sponsorship as past due. Offline donations are considered past due one month after the expected due date.
Note: We recommend this notification be sent no later than 7 days after the one month trigger. For example, an offline donation is not considered past due until the day after the Expected date. If a payment start date is 10/1, then past due is the day after one month so 11/2, and a notification scheduled for 7 days later would go out on 11/9. The notification will report whatever missing amount is on the record on 11/9, even if the amount has been paid and is now $0.
- Title: Offline Sponsorship Past Due
- Event that should trigger the notification: Offline Sponsorship Past Due
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Your sponsorship payment is due.
Example Message 1:
Note: This message includes the past due amount and is recommended for offline, monthly sponsors. Please note that if you have Offline Yearly sponsors, the past due amount sent using this message will be based on the expected monthly amount.
Hi {{ supporter.name }},
Your sponsorship payment of ${{ sponsorship_supporter.past_due_amount | money_without_currency }} for {{ sponsorship_supporter.sponsorship.title }} is now due.
Please send a cash or check payment to:
{{ account.name }}
{{ account.address }}
{{ account.city }}, {{ account.state }} {{ account.postal}}
If you’d prefer to pay online, please let us know. We’ll be happy to set this up for you.
Thank you for your continued support of our organization!
{{ account.name }}
Example Message 2:
Note: This message does not include a payment amount and is recommended for offline, yearly sponsors.
Hi {{ supporter.name }},
Your sponsorship payment for {{ sponsorship_supporter.sponsorship.title }} is now due.
Please send a cash or check payment to:
{{ account.name }}
{{ account.address }}
{{ account.city }}, {{ account.state }} {{ account.postal}}
If you’d prefer to pay online, please let us know. We’ll be happy to set this up for you.
Thank you for your continued support of our organization!
{{ account.name }}
- Click Save
- Next to the Title Offline Sponsorship Past Due, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
Offline Sponsorship Supporter Created
Offline Sponsorship Supporter Created – Send a ‘thank you for sponsoring’ email to a supporter when an offline (paid via cash or check) sponsorship record has been created.
- Title: Offline Sponsorship Supporter Created
- Event that should trigger the notification: Offline Sponsorship Supporter Created
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Thank you for sponsoring!
Example Message:
Dear {{ supporter.first_name }},
Just a quick note to thank you for sponsoring {{ sponsorship_supporter.sponsorship.title }}!
Your {{ sponsorship_supporter.donation_frequency }} payment of ${{ sponsorship_supporter.past_due_amount | money_without_currency }} for {{ sponsorship_supporter.sponsorship.title }} can be mailed to:
{{ account.name }}
{{ account.address }}
{{ account.city }}, {{ account.state }} {{ account.postal}}
You can also sign in to your donor portal at any time to view your recent donations, view your sponsorship and manage your account: https://{{ account.primary_domain.hostname }}{{ supporter.url }}.
If this is the first time you have logged in, enter your primary account address of {{ supporter.primary_email }} and click Sign In. You will receive an email with instructions on how to set a password.
If you have questions or want to switch your sponsorship to an online payment, please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }}.
Kind regards,
{{ account.name }}
- Click Save
- Next to the Title Offline Sponsorship Supporter Created, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
Recurring Donation Ended
Recurring Donation Ended – Send a ‘do you want to continue donating?’ email to a supporter when their recurring donation has ended.
Note: This is for recurring donations in which an end date was set. Recurring donations are not required to have set end dates.
- Title: Recurring Donation Ended
- Event that should trigger the notification: Recurring Donation Ended
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Your recurring donation has ended.
Example Message:
Hi {{ supporter.first_name }},
Thank you for supporting the work of {{ account.name }}.
Your {{ donation.recurring_period }} payment of {{ donation.total_amount | money_without_currency }} for {{ donation.purpose }} has ended.
Please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }} if you’d like to continue donating.
Kind regards,
{{ account.name }}
- Click Save
- Next to the Title Recurring Donation Ended, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
Sponsorship Cancelled
Sponsorship Cancelled – Send a ‘sorry to see you go’ email to a supporter when their sponsorship has been cancelled by the supporter or by an admin. This is especially useful if a sponsor selected an End Date when sponsoring, or if the Cancel Sponsorship button has not been disabled in their donor portal.
Note: This notification will send regardless of whether an admin selects “Cancel Without Email Notification” when cancelling a sponsorship for a supporter.
- Title: Sponsorship Cancelled
- Event that should trigger the notification: Sponsorship Cancelled
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Your sponsorship has been cancelled.
Example Message:
Hi {{ supporter.first_name }},
Your sponsorship of {{ sponsorship_supporter.sponsorship.title }} has been cancelled.
To view more sponsorship opportunities, please visit our website: {{ account.website}}.
Thanks!
{{ account.name }}
- Click Save
- Next to the Title Sponsorship Cancelled, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
Supporter Created
Supporter Created – Send a ‘welcome’ email notifying a supporter an account has successfully been created on their behalf.
- Title: New Supporter
- Event that should trigger the notification: Supporter Created
- Days after event to send email: Immediate
- Email Template: no selection
- Subject: Thank you for signing up!
Example Message:
Dear {{ supporter.first_name }},
Just a quick note to thank you for joining the work of {{ account.name }}. It means the world to us!
If you have questions, please email us at {{ account.email }} or call us at {{ account.phone | number_to_phone }}.
In the meantime, sign in to your donor portal at anytime: https://{{ account.primary_domain.hostname }}{{ supporter.url }}.
From here, you can view your recent donations and sponsorships and update your account information.
If this is the first time you have logged in, enter your primary email address of {{ supporter.primary_email }} and click Sign In. You will receive an email with instructions to set a password.
Kind regards,
{{ account.name }}
- Click Save
- Next to the Title New Supporter, click on Actions > Send Preview
- Note: A message preview will be emailed to you for review
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